Loan Servicing & Investor Reporting Analyst – Hybrid

Univest; Souderton (Montgomery County); Hybrid; USD 29,000 - 40,000; Full time

Benefits offered by this job

Health Insurance

401(k) plan with employer match

15 days PTO annually

Short Term Disability

11 paid holidays

Commissions paid quarterly

Life insurance & other insurances

Tuition reimbursement

Wellness programs & discounts

Discounts on loan products

Professional development trainings

Job summary

Univest is seeking a dedicated Loan and Investor Reporting Analyst to support Souderton, PA operations. You will interpret and translate complex loan documents, assist with input and verification, and manage investor reporting procedures.

The role requires a strong analytical mindset, experience with loan accounting computations, and the ability to work in a fast-paced environment while ensuring accuracy and compliance with Univest policies.

Qualifications

• Bachelor’s degree in a business-oriented field such as accounting or finance.
• 3+ years of related experience or equivalent education.
• Understanding of mortgage, commercial and consumer loans is a plus.
• Ability to read and comprehend complex loan contracts.
• Experience with loan accounting computations and amortizations.

Responsibilities

• Interpret and translate complex loan documents for commercial, mortgage, and consumer loans.
• Maintain collaboration with Loan Servicing and Investor Reporting staff and customers.
• Create and maintain Investor Reporting procedures.
• Assist with input, verification and scanning of loan documents; provide training as needed.
• Review and oversee operational reports; research discrepancies and ensure controls.
• Manage monthly PRA reporting process and month-end wire transactions.

Skills

Analytical skills

Organizational skills

Prioritization

Problem solving

Independent work

Education

Bachelor’s degree in business, accounting or finance

Tools

Microsoft Office

Excel

Job description

Univest is seeking a dedicated Loan and Investor Reporting Analyst to support Souderton, PA operations. You will interpret and translate complex loan documents, assist with input and verification, and manage investor reporting procedures.

The role requires a strong analytical mindset, experience with loan accounting computations, and the ability to work in a fast-paced environment while ensuring accuracy and compliance with Univest policies.